Michael Israels
Michael Israels is a registered investment advisor at Israels Ferguson Asset Advisors LLC, based in New York, NY, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 108 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Israels Ferguson Asset Advisors offers direct asset management services where investment advice is tailored to meet your individual needs and investment objectives. The annual fee is billed and payable quarterly in advance based on the value of your account on the last day of the previous quarter. The fees are subject to negotiation. The maximum combined advisory fee paid to Israels Ferguson and the management fees they charge for directly managed assets and of any selected Third Party Manager will not exceed 2.25% of the Managed Assets.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a trustee or co-trustee of various family trusts and an independent insurance agent. He is also a member of CCU, LLC, Vice Chair/Finance of Friends of the Amherst College Library, and a volunteer/committee chair for the American Jewish Committee-NY Chapter, dedicating minimal time to each.
Employment History
Current Registrations
Israels Ferguson Asset Advisors LLC
Previous Registrations
Walnut Street Securities, INC.
Wealth Partners Advisors L.L.C.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.